Institutional Ownership Dimensional ETF Tr (DFAI)
This table provides information about the institutional ownership of Dimensional ETF Tr (DFAI). We have compiled data on the 715 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $10.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
7,200
shares
|
$267,048
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
7,177
shares
|
$266,194
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2025 Q3 2025 |
7,031
shares
|
$260,779
0.03% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Oct 14, 2025 Q3 2025 |
7,031
shares
|
$260,779
0.06% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
6,906
shares
|
$256,143
0.0% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
6,904
shares
|
$256,069
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
6,791
shares
|
$251,878
0.06% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
6,788
shares
|
$251,766
0.02% of portfolio
|
Q3 2025
Reduced 85.98%
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Jan 06, 2026 Q4 2025 |
6,771
shares
|
$251,136
0.09% of portfolio
|
Q4 2025
Reduced 1.38%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
6,698
shares
|
$248,428
0.16% of portfolio
|
Q4 2025
Added 0.09%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
6,660
shares
|
$247,019
0.04% of portfolio
|
Q3 2025
Reduced 84.58%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
6,595
shares
|
$244,608
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
6,572
shares
|
$243,755
0.14% of portfolio
|
Q3 2025
Reduced 42.24%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
6,537
shares
|
$242,457
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
6,286
shares
|
$233,147
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
6,175
shares
|
$229,030
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
6,172
shares
|
$228,919
0.04% of portfolio
|
Q3 2025
Added 6.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
6,151
shares
|
$228,140
0.01% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
6,102
shares
|
$226,323
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
5,997
shares
|
$222,428
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
5,774
shares
|
$214,157
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
5,744
shares
|
$213,044
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Dec 23, 2025 Q3 2025 |
5,605
shares
|
$207,889
0.22% of portfolio
|
Q3 2025
Reduced 51.28%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
5,564
shares
|
$206,368
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
5,520
shares
|
$204,736
0.01% of portfolio
|
Q3 2025
New holding
|
|